What’s New in Magnetic: The Festive Season Treat Edition

Highlights

• Invoicing got a refresh.  Now it’s easier than ever to invoice costs and purchases.
• We’ve refreshed Timesheets, giving you an improved layout for easier time tracking and review.  
• We’ve integrated to Ziflow so you can streamline project proofing workflows and approvals.
• From a general font update to larger companies and contact lists, we’ve improved navigation and readability for a more user-friendly experience.  

With the festive season around the corner, we’re excited to introduce Magnetic 2.2.1— Though a smaller release yet a release packed with updates designed to simplify your workflow, enhance usability, and give you more control. This release is all about creating a smoother, smarter experience for every user.  

Now, let’s dive into the updates and how they’ll make your life easier 👇  

New Enhanced Invoicing Feature for Invoicing Costs

You can now:

• Invoice Costs and choose specific records to include, such as Time entries, Expenses, Supplier invoices and Purchase Orders.
• Customise how the cost records are transferred to the invoice as sections and line items.

This added flexibility supports time/materials type of projects and ensures your invoices are accurate and tailored to client needs, reducing billing disputes and speeding up approvals.

We’ve Revamped Timesheets for a Better User Experience

The Timesheet had a major revamp earlier this year, but we added some smaller teaks that would make it much cleaner and more user-friendly:

• Task names are the primary focus, with job names below for context.
• Customer names have their own dedicated space.
• Comments boxes now display two lines of text for better readability.

This layout makes time tracking easier, ensuring everyone stays aligned and on track.

Simplify Proofing with our latest ZiFlow Integration

Proofing can be a bottleneck in creative workflows. That’s why we’ve partnered with ZiFlow, a market leader in proofing tools. With this integration, you can review and approve proofs directly in Magnetic—either in My Hub or at the task level.

Whether you’re handling marketing assets or client deliverables, ZiFlow streamlines collaboration and reduces delays. Stay tuned for an upcoming webinar where we’ll showcase all the ways this integration can enhance your workflow or if you can’t wait, get in touch with us and we’ll arrange for a demo. Magnetic is officially an authorized partner to ZiFlow.  

We’ve Upgraded the Recon Report for Greater Transparency

The Recon Report has been revamped for better clarity and functionality. Highlights include:

• A redesigned top section for a clearer overview of your job.
• Expandable Item-Types Summary, so you can drill down into task time entries when needed.

These improvements make it easier to analyse where time and costs are being allocated.

Reading Made Easier with a general Font Update

We’ve swapped out Montserrat for Open Sans, a font designed for readability. Plus, you can now adjust your font size under Personal Settings:

• Large (14px)
• Medium (13px)
• Small (default, 12px)

These changes make Magnetic more accessible for all users, especially those spending many hours on the platform.

Leave Accruals Support

Magnetic now supports Leave Accruals. Simply set monthly accrual days, and Magnetic will update employees’ annual leave balances accordingly.

This feature ensures accurate leave tracking without adding to HR’s workload.

Track Time directly from Update Task

When you’re updating a task with a comment as an example, chances are that you’ve spent time working on the task. So, we’ve added the ability to quickly track time while updating the task.  

Additional Updates We Think You’ll Love

• We’ve redesigned emails: Daily updates now feature progress indicators, due dates, and budget insights for greater visibility. ‍
• The unified date picker has a new look and feel: A consistent, cleaner design across the platform. ‍
• You can now duplicate emails across contacts: The same email address can now be linked to contacts at different companies. ‍
• The task summary page is back by popular demand: The Task Summary Page is back, and it’s better than ever. Found under Analytics → Reports → Jobs Report, this page gives you a clear, concise overview of task progress and workloads. ‍
• Customer addresses are now included in cost estimates - Cost Estimates now include customer addresses, both in the platform and on PDF outputs. ‍
• You can now find contacts faster with larger companies & contacts lists - We’ve increased the default display limit from 100 to 250 records and updated the search functionality, so it only scans the visible list. For a deeper search, you can still use the filter bar. ‍
• Edit tasks and accounts directly with fewer clicks – We've made it easier to edit tasks and accounts - Now, when you click a title in Accounts or Tasks, you’ll jump straight into Edit Mode.

What’s Next in the Magnetic Engineering Room?

You’ll Want to Get excited about the New Team Scheduler

Over the past 8 months we’ve been working on the new Team Scheduler which not only includes a brand-new easy-to-use drag n’ drop interface, but also much more advanced resource scheduling features. Here’s what you can look forward to::

• Monitor Team, Department, Single user capacity, workload and tasks scheduled.  
• Easily drag n’ drop tasks from one user to another as well as to another day.  
• Supporting one task – multiple users assigned; as opposed to now where you will need to create one task for each user you want to assign, you will be able to create one task and assign multiple users to the task including the ability to provide task instructions for each assigned user.  
• Splitting of tasks running over multiple days.
• Leave and Public Holidays are now showing.  
• More granular and advanced user capacity functionality (not only 8 hours of available capacity per day as an example); we’ve added Ideal Capacity and Flexible Capacity to the user's profile which allows for much better workload distribution.  
• The option to manually allocate booked hours on a day/week/month basis as opposed to even distribution of hours.  
• Unassigned generic resource allocation; we’ve enhanced the ability to assign tasks to generic resources based on role, skill, billing rate type and more. This new feature supports the use case of assigning tasks to generic resources in situations where you know what type of resource you need, but not necessarily who it’s going to be.  

About 21,000 new lines of code have gone into this new development, and we hope that you are as excited as we are about these new features. We think that this is resource scheduling as it is meant to be. We are aiming to release Magnetic 2.3, including the new Team Scheduler, in Q1 2025. Stay tuned for webinar training announcements.  

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These updates are just the start of what we have planned. Magnetic was built with your feedback in mind, and we’re excited to see how these improvements make your workflow faster, simpler, and more efficient.

Log in now to explore the latest updates—and don’t forget to share your thoughts. Your feedback drives everything we do.

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